Cornerstone Planning, LLC

Position in LMT — Lockheed Martin Corp

CIK 1802105 CHARLOTTE, NC

Position in LMT

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$209,897

-$39,111 QoQ

Shares Held

412

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#2,432

of 2,765 holders

Holding Since

Dec 2024

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Cornerstone Planning, LLC holds $3,868,599 across 3 Aerospace & Defense names. LMT ranks #3 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GD	General Dynamics Corp	8,734	$3,093,932
2	BA	Boeing Co	2,609	$564,770
3	LMT	Lockheed Martin Corp This page	412	$209,897

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$209,897	412	0.0%	Shares	Sole	2026-07-30
2026-03-31	$249,008	412	-15.6%	Shares	Sole	2026-05-11
2024-12-31	$237,138	488	—	Shares	Sole	2025-04-01
No filing history on record for this holder in this stock.